Competition and Development in Automotive Global Value Chains: Insights from Thailand, South Africa and Argentina.

This article examines the varying outcomes of countries participating in the automotive global value chain (GVC), focusing on Thailand, South Africa, and Argentina. While all three countries had similar starting points in the 1990s, Thailand outperformed the others by achieving greater scale in vehi...

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Publicado en:Journal of Development Studies Vol. 62; no. 3; pp. 480 - 501
Autores principales: Wuttke, Tobias, Perez-Almansi, Bruno, Techakanont, Kriengkrai
Formato: Artículo
Publicado: Taylor & Francis Ltd Mar2026
Materias:
Acceso en línea:Ver este registro en EBSCOhost
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        atl: Competition and Development in Automotive Global Value Chains: Insights from Thailand, South Africa and Argentina.
      aug:
        au:
          Wuttke, Tobias
          Perez-Almansi, Bruno
          Techakanont, Kriengkrai
        affil:
          Bard College Berlin, Berlin, Germany
          Venice School of Management, Ca' Foscari University of Venice, Venice, Italy
          Faculty of Economics, Thammasat University, Bangkok, Thailand
      su:
        South Africa
        Thailand
        Argentina
        International competition
        Economic development
        Global value chains
        Automobile industry
        Global production networks
        Industrial policy
      sug:
        subj:
          International competition
          Economic development
          South Africa
          Thailand
          Argentina
          New Car Dealers
          Automobile and Other Motor Vehicle Merchant Wholesalers
          New and used automobile and light-duty truck merchant wholesalers
          Motor Vehicle Body Manufacturing
          Automobile Manufacturing
          Automobile and light-duty motor vehicle manufacturing
          Administration of General Economic Programs
          Global value chains
          Automobile industry
          Global production networks
          Industrial policy
      keyword:
        automotive
        economic development
        industrial policy
        local content
        R&D
        automotive
        economic development
        industrial policy
        local content
        R&D
      ab: This article examines the varying outcomes of countries participating in the automotive global value chain (GVC), focusing on Thailand, South Africa, and Argentina. While all three countries had similar starting points in the 1990s, Thailand outperformed the others by achieving greater scale in vehicle production, leading to significant local economic benefits, such as trade surpluses, expanded supply chains, and the localization of R&D activities. The paper introduces the concept of the 'adding-up problem' in automotive GVC participation, where lead firms centralize production and R&D to maximize economies of scale, leaving competing countries with limited production volumes and weaker local supply chains. Based on more than 100 semi-structured interviews, along with industry statistics, this study compares the automotive industries of the three countries, focusing on their competition in medium-sized pickup truck production. The paper contributes to GVC literature by refining the understanding of zero-sum dynamics in global production. We demonstrate that countries' success is constrained by the relational nature of GVC competition, but show that the automotive GVC nonetheless offers substantial economic development benefits for participating countries. Thailand's superior performance is explained through serendipitous factors like income level and location, as well as first-mover advantages due to strategic industrial policies.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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